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iShares 0-5 Year TIPS Bond ETF

756 hedge funds and large institutions have $10.4B invested in iShares 0-5 Year TIPS Bond ETF in 2025 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 306 increasing their positions, 265 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 265

5% more funds holding in top 10

Funds holding in top 10: 6063 (+3)

6% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 97

0.07% more ownership

Funds ownership: 81.26%81.32% (+0.07%)

1% less capital invested

Capital invested by funds: $10.5B → $10.4B (-$114M)

1% less funds holding

Funds holding: 764756 (-8)

Holders
756
Holders Change
-8
Holders Change %
-1.05%
% of All Funds
9.2%
Holding in Top 10
63
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5%
% of All Funds
0.77%
New
103
Increased
306
Reduced
265
Closed
97
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
751
Tucker Asset Management
Colorado
$717 +$721 +7 New
QWM
752
Quaker Wealth Management
New Jersey
$512 +$515 +5 New
RFA
753
Register Financial Advisors
Georgia
$410 +$412 +4 New
Russell Investments Group
754
Russell Investments Group
United Kingdom
$410 +$412 +4 New
FGA
755
Fortis Group Advisors
New Jersey
$307
QC
756
Quent Capital
New York
$307
DWM
757
Darwin Wealth Management
Florida
$209
ADL
758
Asset Dedication LLC
California
$205
LAMC
759
Longview Asset Management (California)
California
$103 +$103 +1 New
DF
760
Dunhill Financial
United Kingdom
$102
SWA
761
SOA Wealth Advisors
New York
$102
NYLIM
762
New York Life Investment Management
New York
-$15.5M -150,059 Closed
EC
763
Estate Counselors
Wisconsin
-$10.8M -104,205 Closed
TCPG
764
Trivant Custom Portfolio Group
California
-$7.05M -68,202 Closed
SW
765
SteelPeak Wealth
California
-$3.95M -38,258 Closed
FWP
766
Forefront Wealth Partners
Texas
-$3.14M -30,420 Closed
HGWM
767
Horst & Graben Wealth Management
Oregon
-$2.98M -28,859 Closed
SHJ
768
Sharkey, Howes & Javer
Colorado
-$2.88M -27,907 Closed
EP
769
Edgestream Partners
New Jersey
-$2.46M -23,800 Closed
APW
770
Austin Private Wealth
Texas
-$2.26M -21,855 Closed
RL
771
Retireful LLC
Michigan
-$2.02M -19,558 Closed
SF
772
SWP Financial
California
-$1.96M -18,978 Closed
TW
773
TritonPoint Wealth
Maryland
-$1.8M -17,434 Closed
GSC
774
Ground Swell Capital
South Carolina
-$1.69M -16,378 Closed
DLCIG
775
D.L. Carlson Investment Group
New Hampshire
-$1.48M -14,272 Closed